Brian Evans, CPA, PFS

Looking Forward

Everett

WA

Overview

Description

Brian founded Madrona Financial Services in 1999 as a Registered Investment Advisor Representative. He continues to serve as Wealth Manager and chairs the Investment Committee. As the owner, he is also actively involved in a managerial and operational role.
Brian’s career began in accounting upon completion of his bachelor’s...Read Full Bio degree from Washington State University, where he graduated Summa Cum Laude. Following graduation he earned his CPA designation and eventually became owner of Bauer Evans, Inc. P.S. Over the years as a CPA, he developed expertise in personal and business tax, estate and trust planning. Brian became interested in finance, seeing the financial world through the eyes of a CPA, founding Madrona Financial Services in 1999. He continues to maintain his role at Bauer Evans as President of the Company and also serves as Portfolio Manager for 3 Exchange-Traded Funds, the Madrona Funds.Read Less

Firm Client types

Qualifications

Experience

Designations & Memberships

American Institute of Certified Public Accountants

Membership

The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.

Personal Financial Specialist

Designation

Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.

Answers

Document the process. Performing the steps alone is not enough to protect you. One strategy is to list out benefits your participants enjoy outside of what other plans offer. This helps make comparisons to other plans more of an "apples to oranges" and makes it much less likely to be successfully... &nbsp(more)

One option you may want to consider is a combination of a Fixed Indexed Annuity with an Income Rider. Unlike the Variable Annuity that carries with it market risk, this can potentially offer you a combination of a lifetime cash flow and potentially an account value that you could pull out in an eme... &nbsp(more)

I would suggest you interview Fiduciary licensed RIA's. Also, make sure they can answer non-investment questions and can provide you a financial plan. Finally, I think anyone can invest in a typical asset allocation fund using market cap indexes....but the best financial advisors will be able to a... &nbsp(more)

I teach a class called the ABC's of conservative retirement investing....in it, we analyze the proper levels of A (cash type investments), B (secure investments using fixed indexed annuities and income for life strategies), and C (stock, bond, indexes, etc). Each asset class has a "personality" and... &nbsp(more)

A lot of the studies show that most index funds beat the average of similarly situated mutual funds. However, index funds are typically primarily market cap weighted. There are now managed ETFs that offer enhancements to market cap such as Fundamentally weighted (PowerShares), Valuation based (Mad... &nbsp(more)

Rebalancing more than once a year may cause very poor income tax results. Mutual funds can also cause tax problems. Consider using managed ETFs that continually rotate holdings within the fund instead of just selling funds. See FWDD, FWDI and FWDB.... &nbsp(more)

I would consider a combination approach. There are certain investment markets that do well with passive strategies just to gain exposure. But since most passive strategies use the Market Cap approach of buying the "most of the biggest", there can be big inherit flaws in blindly using passive strat... &nbsp(more)

Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.